Success looks different for everybody, and yet successful people often exhibit similar traits and attitudes. Here’s a little toolkit we put together to help you develop a success mentality. Intent It can be so easy to live life on auto-pilot, not really thinking about long-term plans, or the consequences of everyday habits. Taking a step […]

With more Australians having children later in life, starting a second family and carrying significant levels of debt well into their 50s and 60s, life insurance has never been more important. Life is full of unexpected twists and turns and you never quite know what is around the corner. Protecting your family against the loss […]

Take care of the pennies and the pounds will take care of themselves……… I love this phrase. Yes it’s straight out of nanna’s handbook, but nanna was right. To have a good life you need to have a good relationship with money. And that means getting educated, organised and practicing discipline, not for a few […]

From our beaches and outdoor lifestyle, to our democracy and cultural diversity, there is a great deal to feel happy about in Australia. However, living a happy life doesn’t always come easy. Concerns about money, relationships and the future can often stand in the way of living the life you want. The good news is […]

Ever wish you could get to the root of why your budgeting habits are less than ideal? Or perhaps you’re out to master your investment decision making process. Finding out your money personality is a great start to developing the management, saving and investment strategies that are going to work best for you. Understanding your […]

Although marriage, mortgage, and young children may have characterised your 30s, your 40s often feature growing responsibilities and ever-competing priorities. Your parents are older, your mortgage is still on foot, children’s education costs are growing, and though retirement may seem a distant reality, planning for that reality becomes an important consideration. The good news is […]

Whilst I haven’t been inundated with calls on the current royal commission into the banking and financial services sector, I felt compelled to speak with you about it. It is early days into the royal commission inquiry but we have already witnessed shocking revelations of dishonesty and misconduct within some of Australia’s largest financial institutions. To […]

Imagine feeling financially protected, well here are the 10 things I can help you with: Manage your cash flow It’s a simple statement to say that you’ll never get ahead if you spend more than you earn, yet in many households spending more than you earn is what happens on a regular basis. Your adviser […]

We women need to realise there are particular issues and considerations facing us when it comes to money (that generally don’t apply to men) and for us to look forward to a secure financial future and be financially independent and literate, financial coaching and planning is essential. Here are a few of the reasons why. […]

Every generation thinks life will be different – and of course, each one is right – but when it comes to planning for the future, while we’re young we have a habit of thinking there is still plenty of time. After all, when you’re in your mid-thirties or even early forties, retirement is still decades […]